← All themes Artificial Intelligence

AI Software & Applications

AI software and applications are the products that turn a model into a job someone will pay for — code assistants, document processing, drug discovery platforms, and vertical tools. Value here depends on distribution and data access rather than on model size.

85 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
151	SG Americas Securities New York	$18.9M	+$16.6M	10	0.23%	Increased
152	LSCM Light Street Capital Management Palo Alto, California	$18.5M	-$1.13M	1	4.71%	Reduced
153	Jennison Associates New York	$18.5M	+$10.8M	2	0.02%	Increased
154	Van Berkom & Associates Montreal, Quebec, Canada	$18.3M	-$2.21M	1	0.87%	Reduced
155	CPWM Cypress Point Wealth Management Dallas, Texas	$18.2M	-$111K	1	33.88%	Reduced
156	Glazer Capital LLC New York	$18.2M	+$2.48M	5	0.33%	Increased
157	UBS O'Connor Chicago, Illinois	$18M	-$1.84M	6	0.21%	Reduced
158	CH CVI Holdings Wilmington, Delaware	$18M	+$80.7K	8	1.4%	Increased
159	Generation Investment Management London, United Kingdom	$17.9M	$0	1	0.11%	Maintained
160	RP Regal Partners Sydney, NSW, Australia	$17.8M	-$2.59M	1	3.74%	Reduced
161	MI MMCAP International Grand Cayman, Cayman Islands	$17.2M	+$187K	3	1.36%	Increased
162	Wolverine Asset Management Chicago, Illinois	$17.2M	-$2.32M	12	0.19%	Reduced
163	Balyasny Asset Management Chicago, Illinois	$16.9M	-$3.38M	8	0.05%	Reduced
164	SCM Shaolin Capital Management Miami, Florida	$16.9M	-$7.46M	6	0.47%	Reduced
165	SCA Summit Creek Advisors Minneapolis, Minnesota	$16.7M	+$3.22M	1	2.29%	Increased
166	Independent Advisor Alliance Charlotte, North Carolina	$16.4M	+$136K	3	0.96%	Increased
167	HIM HGC Investment Management Toronto, Ontario, Canada	$16.4M	+$164K	2	1.11%	Increased
168	SVGI Sozo Ventures GP I Redwood City, California	$16.3M	$0	1	100%	Maintained
169	Tudor Investment Corp Stamford, Connecticut	$16.1M	+$3.98M	6	0.35%	Increased
170	II Ibex Investors Denver, Colorado	$16M	-$2.29M	1	8.25%	Reduced
171	Principal Financial Group Des Moines, Iowa	$15.8M	-$3.07M	9	0.01%	Reduced
172	State of Wisconsin Investment Board Madison, Wisconsin	$15.2M	-$2.37M	14	0.05%	Reduced
173	WCMNY Westchester Capital Management (New York) Valhalla, New York	$14.8M	+$2.72M	4	0.42%	Increased
174	State of New Jersey Common Pension Fund D Trenton, New Jersey	$14.7M	-$194K	5	0.06%	Reduced
175	CC Covalis Capital London, United Kingdom	$14.3M	$0	2	3.29%	Maintained